See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,788 | $171,865-33.8% | $149,718-24.0% | $147,584-22.9% |
| Participation rate | 77.3% | 88.2%-10.9pp | 87.1%-9.8pp | 82.8%-5.6pp |
| Annual return | 17.48% | 2113.22%-2095.7pp | 1501.63%-1484.2pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,045 | $6,275-83.4% | $5,445-80.8% | $4,876-78.6% |
| Participant deferral / active EE | $2,124 | $7,271-70.8% | $6,569-67.7% | $5,439-60.9% |
| Admin fee / account holder | $240 | $13,799-98.3% | $11,283-97.9% | $10,885-97.8% |